ONE WEALTH CAPITAL MANAGEMENT, LLC EFV Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 88,823.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $5.24 Mil. This investment constitutes 2.81% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.03% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $56.57 for 6,004.00 shares. Based on historical transaction data and EFV's current price of $63.10, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his EFV holdings is $754,495.87, reflecting a 14.54% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC EFV ($63.10) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, LLC EFV ($63.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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